Unclaimed
John Charles Anderson has been in the financial industry since January 3, 1975. John is registered with Money Concepts Capital Corp. as an Investment Advisor Representative and is also registered with the state of Michigan as a Broker-dealer and Investment Advisor. John is also currently licensed in Colorado, Florida, Indiana, Maryland, Michigan, and Ohio. John previously worked with Waddell & Reed, Inc., Independent Financial Planners Corporation, Securities Management & Research, Inc., and TCA Management Corporation. In addition to John's financial career, John is also the President of MTC Business Service Inc. where John spends 50% of their time preparing taxes and accounting writeups. John is also a Vice President and Business Manager of TF Properties. John has obtained the following licenses: Series 63, Series 65, Series 1, Series 7TO, and SIE.
Advisors offer a broad range of advisory services designed to meet the unique needs of individuals, businesses, and investment companies. These services provide professional guidance and personalized strategies to help clients achieve their financial goals.
Comprehensive financial plans to help you achieve your personal and business goals.
Custom portfolio management strategies for businesses to achieve long-term growth.
Personalized portfolio management to meet individual financial objectives.
General consulting services
Advisors may be compensated through a variety of fee structures, offering flexibility and transparency. This allows clients to choose the arrangement that best aligns with their financial objectives.
Set rates for specific services, regardless of time or assets managed.
A percentage of the total value of assets under management is charged.
Solicitor fee
1
2
MI
07/09/2010 - Present
Money Concepts Capital Corp. (MIDDLEVILLE MI)
KS
05/19/1981 - 11/12/1991
WADDELL & REED, INC. (OVERLAND PARK KS)
NA
08/31/1976 - 02/12/1981
INDEPENDENT FINANCIAL PLANNERS CORPORATION
NA
03/22/1976 - 10/13/1976
SECURITIES MANAGEMENT & RESEARCH, INC.
NA
10/01/1974 - 04/30/1976
TCA MANAGEMENT CORPORATION
IA
Issued 06/08/2010
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 09/14/1998
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 01/02/2023
Series 7TO - General Securities Representative Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 09/19/1974
Series 1 - Registered Representative Examination
Active
Inactive
F
FINRA
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